Financial Consultant - NBT Bank

LPL Financial; Scranton (Lackawanna County); On-site; USD 60,000 - 300,000; Full time

Benefits offered by this job

Access to proprietary technology

Freedom to create client solutions

Support for growing your business

Job summary

LPL Financial is seeking a Financial Consultant to collaborate with NBT Bank in Scranton, PA. This role allows you to grow your business within the Investment Program at NBT Bank while providing clients with a comprehensive menu of financial services.

As an associated advisor, you will enjoy support from LPL Financial, including access to proprietary technology and a broad array of investment products. Ideal candidates will possess necessary licenses and have prior investment sales experience.

Qualifications

• Series 7 and 66 (63/65) licenses are required.
• Insurance license is mandatory.
• Three or more years of investment sales experience.

Responsibilities

• Join the Investment Program at NBT Bank as a Financial Consultant.
• Leverage the bank’s exceptional referral system to build a strong client base.
• Create customized financial solutions for clients.

Skills

Investment sales

Client relationship management

Job description

Your career path should lead to real opportunity.

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in Scranton, PA would allow you to join the Investment Program at NBT Bank as a Financial Consultant associated with LPL Financial. Under this model Financial Consultants are not employees of LPL Financial.

The Investment Program at NBT Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to NBT Bank for financial solutions.

Benefits

• The ability to build a strong client base with the bank’s exceptional referral system
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

Partnership includes

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

By submitting an application, you are not applying for employment with LPL Financial. Employment is with NBT Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NBT Bank.

Tracking # 1-05026674

Pay Range: 60,000 - 300,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.